Glenview Capital Management, LLC
Glenview Capital Management, LLC reported 45 holdings worth US$5.49B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Glenview Capital Management, LLC reported 45 holdings worth US$5.49B as of Jun 30, 2026. Largest: Global Payments Inc., Cvs Health Corporation and Tenet Healthcare Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$5.49B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Global Payments Inc. | 8.91M | US$646M | 11.8% |
| Cvs Health Corporation | 4.82M | US$499M | 9.1% |
| Tenet Healthcare Corporation | 2.24M | US$418M | 7.6% |
| Thermo Fisher Scientific Inc | 627K | US$314M | 5.7% |
| Amazon.com, Inc. | 1.27M | US$303M | 5.5% |
| Agilent Technologies, Inc. | 1.97M | US$262M | 4.8% |
| Danaher Corporation | 1.15M | US$218M | 4.0% |
| Meta Platforms, Inc. | 357K | US$201M | 3.7% |
| Advanced Micro Devices Inc | 298K | US$173M | 3.2% |
| Teva Pharmaceutical Industries Limited | 5.08M | US$172M | 3.1% |
| Viatris Inc. | 9.88M | US$157M | 2.9% |
| Uber Technologies, Inc. | 1.79M | US$129M | 2.4% |
| Centene Corporation | 1.89M | US$121M | 2.2% |
| Butterfly Network, Inc. | 14.3M | US$121M | 2.2% |
| The Cigna Group | 412K | US$114M | 2.1% |
| Humana Inc. | 254K | US$101M | 1.8% |
| Block, Inc. | 1.2M | US$91M | 1.7% |
| Dick's Sporting Goods Inc | 401K | US$91M | 1.7% |
| Onto Innovation Inc. | 206K | US$77.9M | 1.4% |
| Eli Lilly And Company | 57,771 | US$69.3M | 1.3% |
| United Airlines Holdings, Inc. | 495K | US$67.3M | 1.2% |
| National Vision Holdings, Inc. | 3.1M | US$59M | 1.1% |
| Cisco Systems, Inc. | 413K | US$48.5M | 0.88% |
| Element Solutions Inc. | 995K | US$47.5M | 0.86% |
| Applied Materials, Inc. | 65,201 | US$47.1M | 0.86% |
| Mks Inc. | 98,532 | US$43.8M | 0.80% |
| Six Flags Entertainment Corporation | 2.02M | US$43M | 0.78% |
| Stmicroelectronics Nv | 560K | US$41.9M | 0.76% |
| Abbvie Inc. | 149K | US$37.5M | 0.68% |
| Bausch + Lomb Corporation | 1.92M | US$31.8M | 0.58% |
| Baker Hughes Company | 494K | US$27.4M | 0.50% |
| Elevance Health, Inc. | 66,599 | US$25.8M | 0.47% |
| Microchip Technology Incorporated | 266K | US$24.2M | 0.44% |
| Bruker Corporation | 252K | US$15.2M | 0.28% |
| Novartis Ag | 86,909 | US$13.6M | 0.25% |
| Digitalocean Holdings, Inc. | 84,812 | US$13.3M | 0.24% |
| Primo Brands Corporation | 405K | US$9.9M | 0.18% |
| Boston Scientific Corporation | 113K | US$4.83M | 0.09% |
| Cardinal Health, Inc. | 18,018 | US$4.28M | 0.08% |
| Bio-techne Corp | 58,324 | US$4.12M | 0.08% |
| Zillow Group, Inc. | 0 | US$0 | 0.00% |
| Zoominfo Technologies Inc. | 0 | US$0 | 0.00% |
| Akamai Technologies, Inc. | 0 | US$0 | 0.00% |
| Biogen Inc. | 0 | US$0 | 0.00% |
| Dxc Technology Company | 0 | US$0 | 0.00% |
| Intel Corporation | 0 | US$0 | 0.00% |
| Lionsgate Studios Corp | 0 | US$0 | 0.00% |
| Lithia Motors, Inc. | 0 | US$0 | 0.00% |
| Myriad Genetics, Inc. | 0 | US$0 | 0.00% |
| Surgery Partners, Inc. | 0 | US$0 | 0.00% |
| Us Foods Holding Corp. | 0 | US$0 | 0.00% |
Source
View original at SEC
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